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Principal Personal Tax Saver Fund

Equity
ELSS
Very High Risk
3Y Lock Inlock
20.35%
3Y annualised
-0.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹315.14
Min. SIP amountNA
Rating2star
Fund size₹342.59 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns63.5%20.4%13.1%19.4%
Category average54.9%14.2%14.3%NA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity7.7%
TechnologyEquity6.5%
FinancialEquity5.7%
EngineeringEquity4.2%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.7%
AutomobileEquity3.2%
CommunicationEquity3.1%
AutomobileEquity3.0%
State Bank of India
FinancialEquity3.0%
TechnologyEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.54%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

P V K Mohan
Jul 2017 - Present
View details
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Ravi Gopalakrishnan
Jul 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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